The Most Important Investment Opportunity Hidden Behind the June Fear Market_26.06.09. | Kim Byung-yeon, Park Ji-hoon, Heo Jae-mu [Morning N Investment]

Watch on YouTube ↗  |  June 09, 2026 at 02:33  |  58:31  |  3PRO TV (삼프로TV)
Speakers
Kim Byung-yeon — Managing Director, NH Investment & Securities
Park Ji-hoon — Director, Asset Management Consulting Dept., NH Investment & Securities

Summary

Kim Byung-yeon from NH Investment discusses the market outlook after a sharp drop, emphasizing that the AI paradigm remains intact and that Samsung and SK Hynix are undervalued. He sees KOSDAQ sentiment at a bottom and expects a catch-up rally after KOSPI leads on earnings. Park Ji-hoon adds that semiconductor equipment and materials stocks may rebound as foreign selling eases.

  • Market sell-off driven by macro fears and rate noise, but fundamentals unchanged.
  • Kim Byung-yeon recommends accumulating Samsung and SK Hynix on dips citing low valuations and strong AI demand.
  • SK Hynix ADR listing expected in Q3 as a positive re-rating catalyst.
  • KOSDAQ PBR gap with KOSPI closed; sentiment extreme; potential catch-up rally.
  • Park Ji-hoon sees technical rebound opportunity in Korean semiconductor equipment and materials sector.
  • Korean won weakness is supply/demand driven, not fundamental; exporters benefit.
  • Midterm elections may shift sector rotation toward batteries/renewables in Q4.
  • Overall, the hosts advise a long-term investor mindset rather than panic selling.
Ideas
Kim Byung-yeon Managing Director, NH Investment & Securities 24:35
Samsung and SK Hynix undervalued, AI intact
Samsung Electronics and SK Hynix are deeply undervalued with forward P/E below 6x, while earnings momentum remains strong due to AI demand and favorable FX tailwinds. The upcoming SK Hynix ADR listing is a positive catalyst that could revalue the stock and attract passive inflows. Investors should accumulate on dips as the AI paradigm remains intact.
005930.KS 000660.KS HIGH
Kim Byung-yeon Managing Director, NH Investment & Securities 28:54
KOSDAQ sentiment bottom, catch-up expected
KOSDAQ sentiment is at a bottom, with the PBR gap versus KOSPI nearly closed (historically 0.6x, now near zero). Once KOSPI rallies on earnings momentum in July-August, KOSDAQ will follow and catch up. The extreme pessimism and data confirm a contrarian buying opportunity for the index.
KOSDAQ MED
Park Ji-hoon Director, Asset Management Consulting Dept., NH Investment & Securities 41:10
Korean semi equipment rebound expected
As foreign selling subsides, the semiconductor equipment and materials sector (소부장) in Korea is likely to see a strong technical rebound because these stocks have been oversold despite being leveraged to ongoing AI capex. The sector offers a tactical buying opportunity.
Korean Semiconductor Equipment & Materials MED
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This 3PRO TV (삼프로TV) video, published June 09, 2026, features Kim Byung-yeon, Park Ji-hoon discussing 005930.KS, 000660.KS, KOSDAQ, Korean Semiconductor Equipment & Materials. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Kim Byung-yeon, Park Ji-hoon  · Tickers: 005930.KS, 000660.KS, KOSDAQ, Korean Semiconductor Equipment & Materials